Creative Planning
JBGS

Creative Planning’s JBG SMITH JBGS Stock Holding History

Creative Planning’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,955
Closed -$209K – 3745
2025
Q1 		$209K Buy
12,955
+2,077
+19% +$31.6K ﹤0.01% 3032
2024
Q4 		$167K Buy
10,878
+92
+0.9% +$1.54K ﹤0.01% 3025
2024
Q3 		$189K Sell
10,786
-43
-0.4% -$729 ﹤0.01% 2860
2024
Q2 		$165K Sell
10,829
-318
-3% -$4.71K ﹤0.01% 2729
2024
Q1 		$179K Buy
11,147
+31
+0.3% +$517 ﹤0.01% 2600
2023
Q4 		$189K Sell
11,116
-12,386
-53% -$180K ﹤0.01% 2453
2023
Q3 		$340K Sell
23,502
-14,112
-38% -$218K ﹤0.01% 1829
2023
Q2 		$566K Buy
37,614
+17,121
+84% +$250K ﹤0.01% 1471
2023
Q1 		$309K Buy
+20,493
New +$363K ﹤0.01% 1801

Other funds holding JBGS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return